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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,452 | $59,839+16.1% | $81,988-15.3% | $79,858-13.0% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.3%+3.8pp | 69.6%+3.4pp |
| Annual return | 16.82% | 17.56%-0.7pp | 41.31%-24.5pp | 31.72%-14.9pp |
| Employer contribution / active EE | $956 | $1,713-44.2% | $2,498-61.7% | $2,471-61.3% |
| Participant deferral / active EE | $3,023 | $2,695+12.2% | $3,722-18.8% | $3,740-19.2% |
| Admin fee / account holder | $115 | $4,287-97.3% | $5,665-98.0% | $5,306-97.8% |